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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
-2.4%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$575M
AUM Growth
-$17.6M
Cap. Flow
+$2.71M
Cap. Flow %
0.47%
Top 10 Hldgs %
52.62%
Holding
305
New
13
Increased
126
Reduced
104
Closed
23

Top Buys

Rank Stock Value
1
WTV icon
WisdomTree US Value Fund
WTV
+$3.68M
2
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$2.25M
3
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.08M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.6M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.58M

Top Sells

Rank Stock Value
1
USMF icon
WisdomTree US Multifactor Fund
USMF
+$2.53M
2
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$782K
3
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$763K
4
TSLA icon
Tesla
TSLA
+$680K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$604K

Sector Composition

Rank Sector Weight
1 Technology 10.8%
2 Financials 3.35%
3 Consumer Discretionary 2.97%
4 Communication Services 2.22%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GNOM icon
201
Global X Genomics & Biotechnology ETF
GNOM
$82.2M
$321K 0.06%
10,089
+2,791
+38% +$106K
CSCO icon
202
Cisco
CSCO
$436B
$319K 0.06%
5,168
+93
+2% +$5.73K
NKE icon
203
Nike
NKE
$64.5B
$318K 0.06%
5,010
+25
+0.5% +$1.84K
RTX icon
204
PUT
RTX Corp
RTX
$262B
$318K 0.06%
2,400
– –
ENVX icon
205
Enovix
ENVX
$997M
$317K 0.06%
49,325
– –
CVX icon
206
Chevron
CVX
$378B
$315K 0.05%
1,881
+94
+5% +$14.7K
VWO icon
207
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$310K 0.05%
6,844
+2
+0% +$90
VHT icon
208
Vanguard Health Care ETF
VHT
$17.8B
$310K 0.05%
1,169
– –
BSV icon
209
Vanguard Short-Term Bond ETF
BSV
$44.7B
$308K 0.05%
3,934
-1,026
-21% -$79.6K
HON icon
210
Honeywell
HON
$71.7B
$305K 0.05%
1,529
-15
-1% -$3.04K
FTCS icon
211
First Trust Capital Strength ETF
FTCS
$7.8B
$302K 0.05%
3,370
+77
+2% +$6.88K
USAI icon
212
Pacer American Energy Infrastructure ETF
USAI
$118M
$300K 0.05%
7,287
+562
+8% +$23K
VYMI icon
213
Vanguard International High Dividend Yield ETF
VYMI
$19.9B
$299K 0.05%
+4,056
New +$291K
SO icon
214
Southern Company
SO
$106B
$299K 0.05%
3,247
– –
ECL icon
215
Ecolab
ECL
$75.6B
$297K 0.05%
1,171
– –
T icon
216
AT&T
T
$153B
$295K 0.05%
10,449
+338
+3% +$8.5K
GS icon
217
Goldman Sachs
GS
$311B
$294K 0.05%
537
-8
-1% -$4.81K
GSY icon
218
Invesco Ultra Short Duration ETF
GSY
$3.82B
$293K 0.05%
5,851
– –
ELD icon
219
WisdomTree Emerging Markets Local Debt Fund
ELD
$142M
$293K 0.05%
10,948
+212
+2% +$5.54K
TSM icon
220
TSMC
TSM
$2.09T
$292K 0.05%
1,760
+489
+38% +$95K
VNQ icon
221
Vanguard Real Estate ETF
VNQ
$39.4B
$291K 0.05%
3,219
-26
-0.8% -$2.36K
GPN icon
222
Global Payments
GPN
$22.5B
$291K 0.05%
2,973
– –
AGNG icon
223
Global X Aging Population ETF
AGNG
$85.5M
$290K 0.05%
9,267
– –
LRCX icon
224
Lam Research
LRCX
$384B
$288K 0.05%
3,965
+2
+0.1% +$157
BMY icon
225
Bristol-Myers Squibb
BMY
$123B
$284K 0.05%
4,653
+382
+9% +$22.3K
7 8
9
10 11

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FWM
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VWS
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CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $526M AUM 22.2% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
VU
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OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
VP
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Insight Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Insight Advisors held 305 positions worth $575M, down 3% from $593M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Insight Advisors's Q1 2025 filing shows 13 new, 126 increased, 104 reduced and 23 closed positions. Its largest new stake was WisdomTree US Value Fund: 43,469 shares worth $3.57M. The largest sale was WisdomTree US Multifactor Fund, an estimated $2.53M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Insight Advisors's largest Q1 2025 buy was WisdomTree US Value Fund: 43,469 shares worth $3.57M.
  • Insight Advisors added most to Alpha Architect Tail Risk ETF in Q1 2025, an estimated $2.25M increase.
  • Insight Advisors's biggest Q1 2025 reduction was WisdomTree US Multifactor Fund, cutting an estimated $2.53M.
  • Insight Advisors fully exited First Trust Long/Short Equity ETF in Q1 2025, selling an estimated $782K.
  • Insight Advisors's ten largest holdings make up 53% of its $575M portfolio in Q1 2025.
  • Insight Advisors opened 13 new positions and closed 23 in Q1 2025.
  • Insight Advisors's portfolio value fell 3% quarter-over-quarter to $575M.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.